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You can generate your documents using Publigo's advanced scheduling feature. You can increase conversions and ensure you reach your audience when they are most available by selecting the best date and time to strategically generate your documents.
Note: Only one scheduled generation option can be used per campaign sheet.
For example, using the Row by row feature together with recurring functionality (via Select hour/date) option is not possible and will cause conflicts.
Set up the Row by row feature
In your campaign sheet, add a column with the header labeled "Merge date".
Note: "Merge date" is a reserved keyword by Publigo - meaning it cannot be used for other labeling purposes.
Info: Publigo keywords are not case sensitive (mixed cases like “merGe DAtE” is allowed). But avoid typographical errors or missing/extra spaces.
2. Fill in the merge date lines with the dates and times you want your documents to be generated.
Caution: Always use the correct date and time format.
You will know it’s correct when a pop-up calendar appears when you double-click on a cell date (Figure A).
Figure A - Correct date format
Otherwise, the entry will be treated as plain text that's left-aligned (Figure B).
Figure B - Incorrect date entered (treated as plain text).
Tip: To correctly enter the date and time the first time, either:
Copy & paste this on your cell (then modify as needed) - 7/12/2021 12:59:18
Enter this formula in your cell (copy & paste as values, then modify as needed) - = now()
Info: To optimize file generation scheduling, make sure that your Spreadsheet's Time zone is configured properly since schedules are dependent on this.
To do this in Google Sheets, go to File > Spreadsheet settings > choose the relevant Time zone (1) > click Save settings (2).
Note: Your scheduled campaign will not be sent exactly as specified.
There may be a delay of up to an hour (but according to our tests, documents are generated within 5-10 minutes of the specified time).
This delay is due to Google's triggering events. For example, if you selected Tomorrow morning 8am, the generation will start tomorrow between 8am and 9am.
3. In your Publigo sidebar, click the Spreadsheet menu
4. Click the More actions button> Schedule merge > Row by row
5. Click the SCHEDULE FILE GENERATION button.
Your documents will be generated when the specified date and/or time is reached.
Note: You will see a note on the scheduled generation section reminding you of the importance of our reserved keyword:
"A generation is done when the date indicated in the 'Merge Date' column is reached".
What happens after your scheduled campaigns are generated?
The merge status of your generation will initially be marked as SCHEDULED (1).
Once the specified date and/or time is reached, Publigo will start generating the files and their respective status will be changed to GENERATED (2).
Can I define multiple document generations in the same campaign sheet?
Yes, you can schedule multiple document generations using a single Google Sheets (file). But each generation must reside in its own Sheets / tab.
A single Google Sheets file containing 3 campaign sheets